DOSSIER · 13F-HR · Q2 2026

Downshift Financial, LLC

$223M in tracked AUM across 668 positions as of Q2 2026.

DF
CIK 0002118380 · last filed Jun 30, 2026
Total AUM
$223M
as of Q2 2026
Holdings
668
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Downshift Financial, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHB
SCHWAB STRATEGIC TR
$26M909K11.8%
02
SCHF
SCHWAB STRATEGIC TR
$22M805K10.0%
03
VTI
VANGUARD INDEX FDS
$19M51K8.5%
04
SCHR
SCHWAB STRATEGIC TR
$18M726K8.0%
05
SCHX
SCHWAB STRATEGIC TR
$16M556K7.3%
06
VV
VANGUARD INDEX FDS
$11M31K4.8%
07
VXUS
VANGUARD STAR FDS
$9M111K4.3%
08
SCHM
SCHWAB STRATEGIC TR
$6M160K2.6%
09
SPYM
SPDR SERIES TRUST
$6M66K2.6%
10
VGIT
VANGUARD SCOTTSDALE FDS
$5M91K2.4%

Filing history

2026Q2Jun 30
$223M 15.3%
668 positionsView →
2026Q1Mar 31
$193M 19.1%
77 positionsView →
2025Q4Dec 31
$162M
68 positionsView →